WealthTrust Asset Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

WealthTrust Asset Management’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,910	Closed	-$208K	–	118
2026 Q1	$208K	Buy	+1,910	New	+$223K	0.12%	87
2025 Q2	–	Sell	-2,288	Closed	-$226K	–	96
2025 Q1	$226K	Sell	2,288 -66	-3%	-$7.16K	0.17%	78
2024 Q4	$264K	Sell	2,354 -188	-7%	-$20.1K	0.19%	73
2024 Q3	$255K	Sell	2,542 -410	-14%	-$38.3K	0.19%	75
2024 Q2	$269K	Sell	2,952 -88	-3%	-$7.82K	0.2%	74
2024 Q1	$280K	Sell	3,040 -160	-5%	-$14.2K	0.21%	67
2023 Q4	$286K	Sell	3,200 -8	-0.2%	-$663	0.24%	60
2023 Q3	$258K	Buy	3,208 +16	+0.5%	+$1.35K	0.24%	62
2023 Q2	$271K	Sell	3,192 -26	-0.8%	-$1.99K	0.25%	57
2023 Q1	$241K	Sell	3,218 -212	-6%	-$15.2K	0.23%	63
2022 Q4	$222K	Sell	3,430 -574	-14%	-$40K	0.21%	60
2022 Q3	$285K	Sell	4,004 -110	-3%	-$8.61K	0.3%	48
2022 Q2	$283K	Sell	4,114 -466	-10%	-$36.7K	0.27%	56
2022 Q1	$424K	Buy	4,580 +2	+0%	+$183	0.3%	47
2021 Q4	$468K	Buy	4,578 +294	+7%	+$29.3K	0.31%	45
2021 Q3	$384K	Buy	4,284 +372	+10%	+$33.8K	0.34%	43
2021 Q2	$349K	Buy	+3,912	New	+$341K	0.3%	49

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthTrust Asset Management's XLY Position: Q2 2026 in Review

WealthTrust Asset Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026, closing a stake of 1,910 shares — an estimated $208K sold.

WealthTrust Asset Management first reported a position in XLY in Q2 2021 and held it in 17 quarters. The position peaked at $468K in Q4 2021. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

WealthTrust Asset Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
WealthTrust Asset Management sold 1,910 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $208K.
WealthTrust Asset Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2021 and held it in 17 quarters.
WealthTrust Asset Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $468K in Q4 2021.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on WealthTrust Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.